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Problems with Estimate Line Grid

Last post 01-28-2016 11:50 AM by Method_Audisho. 3 replies.
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  • 01-26-2016 6:58 PM

    Problems with Estimate Line Grid

    Hey,

       I am having problems with my estimate line grid not showing all of the details for the fields such as the description, cost & amount.  It has been working fine until recently but I am having problems with populating the date now.  How can I solve this ?

  • 01-27-2016 8:49 AM In reply to

    Re: Problems with Estimate Line Grid

    Hi AmsoniaLandscapeandDesign,

    These fields are all populated using the Text Change event on the Item dropdown field within the grid. I suggest you start by looking here. I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 01-28-2016 10:47 AM In reply to

    Re: Problems with Estimate Line Grid

    Thanks I was able to figure it out as soon I emailed you.  THANKS !  I do have another question.  

    I have created a specialized screen that I will use to generate estimates.  

    • I want to send a report that will populate the information from check boxes.  How will I be able to achieve this?
    THANKS !!!!

  • 01-28-2016 11:50 AM In reply to

    Re: Problems with Estimate Line Grid

    Hi AmsoniaLandscapeandDesign,

    Have a look at the report screens for Leads, Customers, Activities or Opportunities. Each of these screens uses checkboxes and radio buttons for determining which report to generate and how to filter them. I hope this helps.

    --Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
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